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7211 Hiawatha Parkway, Spring Hill, FL 34606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
Branch Locations
2400 Merchant Ave., Odessa, FL 33556 • United States
2202 Highway 44 W., Inverness, FL 34452 • United States
15320 Cortez Blvd, Brooksville, FL 34613 • United States
7211 Hiawatha Parkway, Spring Hill, FL 34606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell & Company Wealth Management, Llc | Spring Hill | FL | 05/2026 | Present |
| Campbell & Company Insurance Advisors, Inc. | Spring Hill | FL | 08/2021 | Present |
| Cwh Properties, Llc (Formerly Campbell Financial Solutions, Llc | Spring Hill | FL | 12/2010 | Present |
| Campbell & Co, Cpas, Pa Dba Campbell & Co Wealth Adv & Cpas | Spring Hill | FL | 10/2000 | Present |
| Top Shelf Trinity Llc Dba Brix 33 | Newport Richey | FL | 03/2022 | 09/2025 |
1. Campbell & Company Insurance Advisors, Inc.; not investment related; Spring Hill, Florida; Insurance; Treasurer; Appx 10 hrs a month, all during security hours. 2. CWH Properties, LLC; not investment related; Spring Hill, Florida; Commercial property landlord; Member; Appx 5/hrs a month, none during security hours. 3. Campbell & Co, CPAs, PA dba Campbell & Co Wealth Adv & CPAs; not investment related; Spring Hill, Florida; CPA firm; Partner, Secretary and Treasurer; Appx 50 hrs a month, all during security hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-03 |
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